 APPLE INCAAPL |
| 7.15% | 7.8% | $386.7M | 1.6M | $356.6M | 1.5M | +69,515+4.67% | Add |
 NVIDIA CORPORATIONNVDA |
| 6.74% | 7.41% | $364.1M | 2.4M | $338.7M | 2.1M | +249,445+11.80% | Add |
 MICROSOFT CORPMSFT |
| 4.57% | 5.38% | $246.9M | 661,962 | $246.2M | 671,201 | -9,239-1.38% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.46% | 1.28% | $187.3M | 162,257 | $58.3M | 172,685 | -10,428-6.04% | Reduce |
 AMAZON COM INCAMZN |
| 3.11% | 3.28% | $168.1M | 705,498 | $150.0M | 720,131 | -14,633-2.03% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.68% | 1.16% | $145.1M | 249,821 | $53.0M | 260,747 | -10,926-4.19% | Reduce |
 ALPHABET INCGOOGL |
| 2.57% | 2.55% | $139.1M | 389,263 | $116.6M | 405,358 | -16,095-3.97% | Reduce |
 META PLATFORMS INCMETA |
| 2.2% | 2.52% | $118.9M | 211,030 | $115.3M | 201,566 | +9,464+4.70% | Add |
 LAM RESEARCH CORPLRCX |
| 2.17% | 1.23% | $117.4M | 270,819 | $56.5M | 264,254 | +6,565+2.48% | Add |
 TESLA INCTSLA |
| 2.03% | 2.2% | $109.6M | 260,546 | $100.6M | 270,635 | -10,089-3.73% | Reduce |
 BROADCOM INCAVGO |
| 2.01% | 2.12% | $108.4M | 287,021 | $96.9M | 312,990 | -25,969-8.30% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.8% | 1.73% | $97.2M | 391,564 | $79.3M | 276,380 | +115,184+41.68% | Add |
 CISCO SYS INCCSCO |
| 1.64% | 1.53% | $88.6M | 754,715 | $69.9M | 901,284 | -146,569-16.26% | Reduce |
 WALMART INCWMT |
| 1.6% | 2.12% | $86.7M | 765,210 | $96.9M | 779,702 | -14,492-1.86% | Reduce |
 INTEL CORPINTC |
| 1.49% | 0.57% | $80.4M | 575,527 | $26.2M | 593,008 | -17,481-2.95% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.37% | 0.74% | $73.9M | 102,149 | $33.9M | 99,064 | +3,085+3.11% | Add |
 NETFLIX INCNFLX |
| 1.13% | 1.75% | $60.9M | 853,146 | $80.0M | 831,964 | +21,182+2.55% | Add |
| SSHELTON EQUITY PREMIUM INCOME ETFSEPI |
| 1.02% | 1.04% | $54.9M | 2.0M | $47.6M | 1.9M | +73,225+3.86% | Add |
 ARISTA NETWORKS INCANET |
| 0.95% | 0.86% | $51.1M | 301,071 | $39.2M | 318,970 | -17,899-5.61% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.91% | 1.29% | $49.3M | 52,745 | $59.2M | 59,387 | -6,642-11.18% | Reduce |
 KLA CORPKLAC |
| 0.83% | 0.5% | $44.7M | 148,291 | $22.8M | 15,478 | +132,813+858.08% | Add |
 AMPHENOL CORPAPH |
| 0.83% | 0.54% | $44.7M | 253,302 | $24.6M | 195,055 | +58,247+29.86% | Add |
 NETAPP INCNTAP |
| 0.82% | 0.78% | $44.3M | 286,478 | $35.8M | 349,483 | -63,005-18.03% | Reduce |
 DISNEY WALT CODIS |
| 0.77% | 0.87% | $41.9M | 434,834 | $39.8M | 413,104 | +21,730+5.26% | Add |
 FORTINET INCFTNT |
| 0.73% | 0.15% | $39.6M | 257,480 | $7.0M | 85,695 | +171,785+200.46% | Add |
 LINDE PLCLIN |
| 0.72% | 0.77% | $39.0M | 75,108 | $35.3M | 71,253 | +3,855+5.41% | Add |
| SSANDISK CORP COMSNDK |
| 0.7% | 0.02% | $37.6M | 16,533 | $1.1M | 1,742 | +14,791+849.08% | Add |
 MERCK & CO INCMRK |
| 0.67% | 0.67% | $36.3M | 282,635 | $30.8M | 255,813 | +26,822+10.49% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.64% | 0.98% | $34.8M | 298,343 | $45.0M | 307,405 | -9,062-2.95% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.61% | — | $33.1M | 111,114 | $0 | 0 | +111,114 | New Buy |
 PALO ALTOPANW |
| 0.58% | 0.51% | $31.5M | 92,495 | $23.3M | 145,272 | -52,777-36.33% | Reduce |
 RTX CORPORATIONRTX |
| 0.58% | 0.58% | $31.4M | 165,589 | $26.6M | 138,001 | +27,588+19.99% | Add |
| BBANK OF AMER CORPBAC |
| 0.58% | 0.52% | $31.3M | 549,932 | $23.9M | 490,613 | +59,319+12.09% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.57% | 0.58% | $31.1M | 62,082 | $26.5M | 55,306 | +6,776+12.25% | Add |
 CONOCOPHILLIPSCOP |
| 0.56% | 0.8% | $30.4M | 292,087 | $36.4M | 275,653 | +16,434+5.96% | Add |
 SOUTHWEST AIRLS CO COMLUV |
| 0.56% | 0.39% | $30.0M | 584,323 | $17.7M | 472,087 | +112,236+23.77% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.54% | 0.21% | $29.1M | 97,769 | $9.5M | 96,136 | +1,633+1.70% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.53% | 0.33% | $28.9M | 113,733 | $15.2M | 62,062 | +51,671+83.26% | Add |
| EEBAY INC. COMEBAY |
| 0.53% | 0.49% | $28.6M | 255,781 | $22.5M | 246,948 | +8,833+3.58% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.5% | 0.64% | $27.2M | 68,408 | $29.2M | 63,362 | +5,046+7.96% | Add |
 CATERPILLAR INCCAT |
| 0.5% | 0.48% | $27.0M | 25,395 | $21.9M | 30,879 | -5,484-17.76% | Reduce |
 ELI LILLY & COLLY |
| 0.49% | 0.42% | $26.4M | 21,997 | $19.2M | 20,929 | +1,068+5.10% | Add |
 GENERAL MTRS COGM |
| 0.48% | 0.47% | $26.1M | 338,966 | $21.7M | 291,048 | +47,918+16.46% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.48% | 0.25% | $26.1M | 40,825 | $11.5M | 42,349 | -1,524-3.60% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.48% | 0.44% | $25.8M | 268,858 | $20.3M | 279,954 | -11,096-3.96% | Reduce |
 COCA COLA COKO |
| 0.48% | 0.38% | $25.7M | 316,182 | $17.3M | 227,088 | +89,094+39.23% | Add |
 AKAMAI TECHNOLOGIES INCAKAM |
| 0.47% | 0.59% | $25.6M | 216,931 | $27.1M | 235,631 | -18,700-7.94% | Reduce |
 AFLAC INC COMAFL |
| 0.47% | 0.5% | $25.6M | 218,628 | $22.6M | 206,419 | +12,209+5.91% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.47% | 0.51% | $25.4M | 275,610 | $23.3M | 252,772 | +22,838+9.04% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.46% | 0.46% | $25.0M | 591,302 | $21.2M | 423,189 | +168,113+39.73% | Add |
